BA

Bellwether Advisors Portfolio holdings

AUM $605M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$14.2M
3
+$14M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$12.5M
5
IYE icon
iShares US Energy ETF
IYE
+$9.17M

Top Sells

1
+$57.7M
2
+$14.1M
3
+$12.5M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$11.9M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.57M

Sector Composition

1 Technology 7.21%
2 Financials 4.72%
3 Industrials 2.49%
4 Communication Services 2.19%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.43%
+79,335
52
$1.57M 0.43%
+3,971
53
$1.49M 0.41%
+13,906
54
$1.49M 0.4%
+25,417
55
$1.45M 0.4%
+4,412
56
$1.45M 0.39%
+23,505
57
$1.44M 0.39%
39,259
58
$1.43M 0.39%
+13,750
59
$1.42M 0.39%
+7,466
60
$1.38M 0.38%
41,385
61
$1.37M 0.37%
23,584
-428
62
$1.31M 0.36%
+11,378
63
$1.26M 0.34%
19,256
-356
64
$1.18M 0.32%
35,124
-1
65
$1.12M 0.31%
16,389
-87
66
$1.04M 0.28%
19,425
-2,371
67
$954K 0.26%
27,267
+2,880
68
$948K 0.26%
3,715
+1,875
69
$877K 0.24%
5,124
+640
70
$850K 0.23%
2,833
+1,508
71
$818K 0.22%
24,080
-285
72
$765K 0.21%
14,337
-305
73
$721K 0.2%
21,424
+1,355
74
$713K 0.19%
14,002
+90
75
$705K 0.19%
+1,603
1 2
3
4 5